Milestone Planning Group

Comprehensive Retirement, Estate, and Business Planning

Carl A. Mitlehner, CFP®, MSFS, ChFC, CLU, LUTCF, RHU, REBC, CEBS, CDFA

Financial Services Specialist

Carl A. Mitlehner, a Certified Financial Planner® professional and holder of a Masters of Science Degree in Financial Services, provides sophisticated business, financial, and estate planning solutions for his clients.

Carl is committed to acting as your key trusted advisior and assists his clients comprehensively in areas such as asset management, capital preservation, retirement planning, educational planning strategies, risk management and insurance planning, estate planning strategies, wealth transfer and succession planning.

Working closely with Carl, together he and you can create a written plan to help get you where you want to be, and where you need to be.  Carl looks forward to the opportunity to join you and your family on this important journey.
Calculators

Car Affordability

How much can you afford to pay for a car?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

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Newsletters

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

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